CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$6.91M
2 +$2.43M
3 +$949K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$470K
5
MSFT icon
Microsoft
MSFT
+$389K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 66.47%
2 Financials 1.4%
3 Healthcare 0.97%
4 Industrials 0.91%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5K ﹤0.01%
+400
102
$5K ﹤0.01%
+3,940
103
$5K ﹤0.01%
171
104
$5K ﹤0.01%
+3,690
105
$4K ﹤0.01%
+25
106
$3K ﹤0.01%
59
107
$1K ﹤0.01%
55
108
$1K ﹤0.01%
41
109
$0 ﹤0.01%
2
110
$0 ﹤0.01%
+630